AIM
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Advyzon Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advyzon Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,186
Closed -$688K – 301
2024
Q4 		$688K Buy
+25,186
New +$688K 0.27% 77